ISV & Solutions

Securities

Control and maintain your securities.

Create and maintain all your stocks and bonds. Connect them to individual deposits and bank-accounts in one system, and throug this get a sublime overview of your stocks and bonds in several currencies, deposits and banks.

The system can handle different currencies and download currency-exchange-rates and stock-exchange-rates automatically from the internet. It is possible to follow the performance of the portfolio, for both the realized and unrealized gains. The system can be setup to handle local laws for ownership, like in Danmark where stocked owned more than 3 years are tax-free and stock own less than 3 years are not.

The gain or loss can be calculated both after the average method and FIFO. The system has 100% G/L Integration.

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